In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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Rick Hirsh is a seasoned executive with 30+ years of experience leading management, sales, finance, and operations to drive growth in technology and software-enabled B2B services. He currently leads as CEO of
Beneration , an insurtech platform built to cut waste and simplify the most error-prone parts of benefits billing for employers. Rick has driven organic growth, completed over a dozen acquisitions, and led four successful investor exits. Previously honored as Ernst & Young Entrepreneur of the Year, Rick and his companies have been recognized on the Inc. 500, Deloitte's Fast 50, and CRN Solution Provider 500.December 22
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It is long past time to revisit the regulatory regime implementing the Bank Secrecy Act. In a good sign, key elements of the Trump administration seem to be in alignment on reform.
December 22
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Once its second deal in less than three years closes midway through 2026, the Alexandria-based company will operate more than 100 branches and hold $11 billion in assets.
December 19
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The bank technology company is adding offices in the U.S. and India as part of its quest to reach clients outside of its U.K. home base.
December 19
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The Swedish financial institution has developed an open standard that allows merchants' products to be catalogued and discovered by AI agents. It was designed to complement Stripe and OpenAI's Agentic Commerce Protocol.
December 19
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The card networks have entered a series of partnerships in Europe and Asia amid signs of growing demand and Apple's waning control over the underlying technology.
December 19
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Mercantile's pending acquisition of Eastern Michigan is approved by the Federal Reserve Bank of Chicago; the National Community Reinvestment Coalition and Rise Economy announce a $2.5 billion addendum to Columbia Bank's community benefits agreement following its acquisition of Pacific Premier Bank; the Federal Reserve Board and CFPB raise the thresholds for certain credit and lease transactions; and more in this week's banking news roundup.
December 19
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Here are the 10 stories our readers paid the most attention to in a year of political, economic and technological change.
December 19
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The Senate confirmed Travis Hill as the chairman of the Federal Deposit Insurance Corp. as part of a slate of nominations that were approved late Thursday. Hill has been serving as acting FDIC chair since January.
December 19
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The Federal Reserve Board voted 6-1 on Friday to seek public comment on a proposed "skinny" master account.
December 19
